How to Audit and Map Your HubSpot Workflows in 10 Minutes
Stop manual mapping and start auditing. A 10-minute guide to getting full visibility into your HubSpot automation with Howly.
TL;DR: To audit your HubSpot portal, connect Howly to visualize your automation. Use the Health Assistant to find stale or orphaned workflows, and the Impact Analyzer to see how property changes affect your entire system. This guide covers the 10-minute setup to get full visibility into your HubSpot automation.
How do I see all my HubSpot workflow connections?
The best way to see all your HubSpot workflow connections is by using a visual mapping tool like Howly. By connecting your portal, you can drag workflows onto a canvas to see exactly how they trigger one another via lists, enrollment criteria, and property changes. This eliminates the need for manual spreadsheets and provides a "live" look at your automation architecture.
Watch the Full Walkthrough
https://www.youtube.com/watch?v=N039qKTYU9o&t
3 Steps to a Cleaner HubSpot Portal
1. Identify "Stale" and "Orphaned" Workflows
The Howly Health Assistant automatically audits your portal to find workflows that are hurting your performance:
Stale Workflows: Active automations that haven't been updated in 6+ months.
Orphaned Workflows: Active workflows that aren't connected to any other processes.
Empty Workflows: Automations that contain no actions but are still "clogging" your portal.
2. Use Impact Analysis Before You Make Changes
Before changing a lifecycle stage or a contact property, use the Impact Analyzer. It shows you every downstream dependency. For example, if you change how an "MQL" is defined, Howly will show you every re-engagement or opportunity workflow that will be affected before you hit save.
3. Export Your Documentation
Stop manual diagramming. Once you’ve organized your workflow map on the Howly canvas, you can:
Export to PDF: Perfect for sharing portal health audits with clients or stakeholders.
Sync to Lucidchart: For advanced flowcharting and permanent documentation.
Frequently Asked Questions
Is it safe to connect Howly to my HubSpot?
Yes. Howly is an official HubSpot App and Technology Partner. It uses read-only access, meaning it can see and map your workflows but cannot edit, delete, or modify your CRM data.
How do I find broken HubSpot workflows?
In the Howly dashboard, navigate to the Health Assistant. It will provide a prioritized list of warnings, including broken enrollments and trigger conflicts, which you can then click to fix directly inside HubSpot.
Can I filter workflows by object type?
Yes. You can filter your canvas view by Contact, Deal, Company, or Ticket workflows to keep your audit focused on one specific area of your sales funnel.
Ready to see your portal clearly?
Get started with Howly for free and run your first AI workflow audit today.